Boca Raton, FL North Military Trail Office

Team
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,239

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

1801 North Military Trail, Suite 300

Boca Raton FL 33431

Advisors at this office

64

Advisors at this office

user avatar

Michele N

Series 66

Boca Raton, FL

Morgan Stanley

Michele Novoth is a financial advisor at Morgan Stanley with 41 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Denise L

Series 63, Series 66

Boca Raton, FL

Morgan Stanley

Denise Libow is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

Noelle N

Series 66

Boca Raton, FL

Morgan Stanley

Noelle Nixon is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and The Boca Raton. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning agreements.

General estate planning guidance
user avatar

Rj M

Series 66

Boca Raton, FL

Morgan Stanley

Rj Malcampo is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2020 and at Morgan Stanley Smith Barney LLC since 2019. Prior to that, he was employed by Nasco Middle East Insurance Brokers Inc. from 2014 to 2018. Outside of financial advising, he is the sole member of Continuing Education Support LLC, a marketing business for online education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by proprietary tools and methodologies.

General estate planning guidance
user avatar

Beth G

Series 63

Boca Raton, FL

Morgan Stanley

Beth Golden is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 license and bringing 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she assists her husband with a Painting with a Twist franchise during weekends and evenings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

General estate planning guidance
user avatar

Mayra Alejandra U

Series 63, Series 66

Boca Raton, FL

Morgan Stanley

Mayra Alejandra Uribe Quiceno is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Oppenheimer & Co., Deutsche Bank Securities, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a comprehensive range of investment and financial planning services.

General estate planning guidance
user avatar

Robin H

CFA®, Series 66

Boca Raton, FL

Morgan Stanley

Robin Hannoun is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently a financial advisor at Morgan Stanley in Boca Raton, FL, having joined the firm in 2025. His prior roles include positions at OSAIC, Securities America Advisors, and academic involvement at HEC Paris and the University of Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery processes and proprietary planning tools to create financial plans, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Trudy G

Series 66

Boca Raton, FL

Morgan Stanley

Trudy Gayle is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations in its financial planning process.

General estate planning guidance
user avatar

David G

Series 66

Boca Raton, FL

Morgan Stanley

David Gross is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and investment committee analyses.

General estate planning guidance
user avatar

Michael P

Series 63, Series 65

Boca Raton, FL

Morgan Stanley

Michael Passeroff is a financial advisor with Morgan Stanley in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. He serves on the board of the Palm Beach County Sheriff's Foundation, a charitable nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
user avatar

Stephen H

CFP®, Series 66

Boca Raton, FL

Morgan Stanley

Stephen Hatker is a Certified Financial Planner® (CFP®) with 13 years of industry experience. He is currently with Morgan Stanley, having worked within Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to that, he spent six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

General estate planning guidance
user avatar

Mark R

CFP®, Series 63, Series 65

Boca Raton, FL

Morgan Stanley

Mark Ryan is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the CFP®, Series 63, and Series 65 designations. His career includes positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Merrill, and Ameriprise. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate planning strategies, supported by firm-approved tools and investment research.

General estate planning guidance
user avatar

Joshua D

Series 66

Boca Raton, FL

Morgan Stanley

Joshua Davila is a financial advisor at Morgan Stanley in Boca Raton, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Winchester Savings Bank and Bentley University, as well as teaching positions at Marjory Stoneman Douglas High School and Westglades Middle School. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and investment strategies.

General estate planning guidance
user avatar

Denise K

Series 63

Boca Raton, FL

Morgan Stanley

Denise Kennedy is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 24 years of industry experience. She previously worked at Merrill from 1992 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, using structured discovery conversations and proprietary planning tools to support client goals.

General estate planning guidance
user avatar

Anne P

Series 63

Boca Raton, FL

Morgan Stanley

Anne Plocker is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 designation and 28 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and previously held positions at Morgan Stanley & Co. LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

General estate planning guidance
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